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Achieve Wealth Management (Wiltshire) Limited

09112816

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

42 GRANGE DRIVE, SWINDON, SN3 4LD
Incorporated 02/07/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Paul Terry Stephens

director · Since 02/07/2014

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 59

Also on 1 other board

Persons with Significant Control

Mr Paul Terry Stephens

75–100% shares

British · England · Age 59

42, Grange Drive, Swindon, SN3 4LD

Notified 02/07/2016

Former PSCs

Mr Paul Terry Stephens

Ceased 28/06/2017

CompanyRankvs 4147+ SIC 64999 peers
72

Financial strength77th percentile among SIC peers · 19/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 5.65× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength19/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees6/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity12/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/07/2025

Net Worth

£88k

Balance sheet strength

Cash

£14k

Cash in the bank

Net Current Assets

£105k

Working capital

Current Assets

£127k

Current Liabilities

£23k

1avg. employees

Balance Sheet

Assets less current liabilities£105k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20255.65+£18k
20245.37+£17k
20234.90-£3k
20225.79-£16k
20215.16

Derived from filed accounts. Not audited figures.